Quotient Wealth Partners, LLC Incresed Positions in Q3 2025

Quotient Wealth Partners, LLC

  • $3.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.14%
$362.31 - $405.74 $725 - $811
1.41K $566M
DASH
Door Dash, Inc.

Communication Services
48
+ 3.22%
$234.5 - $272.5 $11.3K - $13.1K
1.54K $418M
SPG
Simon Property Group Inc

Real Estate
7
+ 0.39%
$159.93 - $187.67 $1.12K - $1.31K
1.81K $339M
FAST
Fastenal CO

Industrials
62
+ 0.94%
$42.47 - $50.39 $2.63K - $3.12K
6.64K $326M
UNP
Union Pacific Corp

Industrials
113
+ 3.56%
$214.91 - $237.16 $24.3K - $26.8K
3.29K $777M
F
Ford Motor CO

Consumer Cyclical
2.02K
+ 10.76%
$10.82 - $12.09 $21.8K - $24.4K
20.8K $249M
SCHW
Schwab Charles Corp

Financial Services
156
+ 2.55%
$91.03 - $98.69 $14.2K - $15.4K
6.28K $600M
VRT
Vertiv Holdings CO

Industrials
25
+ 1.53%
N/A
1.66K $251M
CBRE
Cbre Group, Inc.

Real Estate
78
+ 5.42%
$137.04 - $165.9 $10.7K - $12.9K
1.52K $239M
SO
Southern CO

Utilities
272
+ 6.87%
$90.83 - $96.0 $24.7K - $26.1K
4.23K $401M
VIG
Vanguard Dividend Appreciation

ETFs
116
+ 11.39%
N/A
1.13K $245M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
65
+ 5.03%
$301.44 - $365.84 $19.6K - $23.8K
1.36K $439M
ITW
Illinois Tool Works Inc

Industrials
74
+ 7.24%
$252.31 - $269.41 $18.7K - $19.9K
1.1K $286M
SHW
Sherwin Williams CO

Basic Materials
79
+ 6.48%
$330.88 - $375.23 $26.1K - $29.6K
1.3K $449M
Lithium Argentina Ag
400
+ 1.73%
N/A
23.5K $78.5M
FDX
Fedex Corp

Industrials
80
+ 6.29%
$217.1 - $243.2 $17.4K - $19.5K
1.35K $319M
AEP
American Electric Power CO Inc

Utilities
10
+ 0.31%
$103.26 - $115.0 $1.03K - $1.15K
3.2K $360M
NET
Cloudflare, Inc.

Technology
18
+ 1.36%
$181.39 - $228.28 $3.27K - $4.11K
1.34K $287M
CSX
Csx Corp

Industrials
216
+ 3.09%
$32.05 - $36.52 $6.92K - $7.89K
7.22K $256M
MCK
Mckesson Corp

Healthcare
9
+ 1.92%
$659.01 - $772.54 $5.93K - $6.95K
477 $369M
NKE
Nike, Inc.

Consumer Cyclical
494
+ 6.12%
$69.24 - $79.24 $34.2K - $39.1K
8.57K $597M
TFC
Truist Financial Corp

Financial Services
89
+ 1.44%
$42.83 - $47.07 $3.81K - $4.19K
6.29K $287M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
387
+ 11.46%
$196.15 - $217.83 $75.9K - $84.3K
3.76K $758M
ALL
Allstate Corp

Financial Services
14
+ 1.11%
$192.0 - $214.65 $2.69K - $3.01K
1.28K $274M
SHEL
Shell PLC

Energy
148
+ 2.04%
$69.82 - $73.93 $10.3K - $10.9K
7.42K $530M
EMR
Emerson Electric CO

Industrials
169
+ 6.39%
$128.6 - $149.63 $21.7K - $25.3K
2.81K $369M
CSCO
Cisco Systems, Inc.

Technology
414
+ 2.89%
$66.2 - $71.79 $27.4K - $29.7K
14.7K $1.01B
JCI
Johnson Controls International PLC

Industrials
44
+ 1.98%
$103.24 - $111.73 $4.54K - $4.92K
2.26K $249M
ECL
Ecolab Inc.

Basic Materials
26
+ 2.5%
$259.39 - $285.47 $6.74K - $7.42K
1.07K $292M
EOG
Eog Resources Inc

Energy
256
+ 11.19%
$112.12 - $126.1 $28.7K - $32.3K
2.54K $285M
KKR
Kkr & Co. Inc.

Financial Services
152
+ 5.7%
$129.95 - $152.16 $19.8K - $23.1K
2.82K $366M
PANW
Palo Alto Networks Inc

Technology
95
+ 1.07%
$167.06 - $208.19 $15.9K - $19.8K
8.98K $1.83B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
62
+ 6.6%
$259.44 - $278.65 $16.1K - $17.3K
1K $260M
CRWD
Crowd Strike Holdings, Inc.

Technology
41
+ 3.71%
$412.46 - $514.1 $16.9K - $21.1K
1.15K $562M
NDAQ
Nasdaq, Inc.

Financial Services
42
+ 0.82%
$86.73 - $96.94 $3.64K - $4.07K
5.15K $455M
CME
Cme Group Inc.

Financial Services
2
+ 0.11%
$258.83 - $287.1 $518 - $574
1.77K $479M
FCX
Freeport Mcmoran Inc

Basic Materials
530
+ 6.78%
$35.34 - $47.21 $18.7K - $25K
8.35K $327M
CDW
Cdw Corp

Technology
78
+ 6.04%
$156.97 - $182.84 $12.2K - $14.3K
1.37K $218M
MCO
Moodys Corp

Financial Services
1
+ 0.15%
$472.69 - $521.32 $473 - $521
685 $326M
HLN
Haleon PLC

Healthcare
502
+ 3.11%
$8.72 - $10.35 $4.38K - $5.2K
16.7K $149M
MAR
Marriott International Inc

Consumer Cyclical
17
+ 0.94%
$255.35 - $282.87 $4.34K - $4.81K
1.82K $474M
KR
Kroger CO

Consumer Defensive
98
+ 1.36%
$64.52 - $74.35 $6.32K - $7.29K
7.28K $491M
SAIC
Science Applications International Corp

Technology
18
+ 0.83%
$97.2 - $120.6 $1.75K - $2.17K
2.18K $217M
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.05%
$67.08 - $77.12 $134 - $154
4.01K $271M
T
At&T Inc.

Communication Services
204
+ 0.42%
$26.94 - $29.62 $5.5K - $6.04K
48.8K $1.38B
AXON
Axon Enterprise, Inc.

Industrials
6
+ 2.0%
$698.02 - $870.97 $4.19K - $5.23K
306 $220M
VRSK
Verisk Analytics, Inc.

Industrials
62
+ 8.31%
$242.3 - $312.95 $15K - $19.4K
808 $203M
BSX
Boston Scientific Corp

Healthcare
287
+ 4.81%
$97.03 - $108.14 $27.8K - $31K
6.25K $610M
MSTR
Microstrategy Inc

Technology
77
+ 10.43%
$300.7 - $455.9 $23.2K - $35.1K
815 $263M
Activity Summary
Buys All Purchases 177 New Holdings 26 Increased Positions 151 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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